Past Events

Jun
9
2022

June 9, 2022 | Toronto, ON | Vantage Venues
Charged admission | Open to MMI members and non-members

Co-Chairs:
David Kamerman, Senior Vice President, Regional Director, Envestnet
Michael Lynds, Managing Director, Picton Mahoney Asset Management

Eyes Ahead: Finding Opportunity in Change

Canadian Advisory Solutions

Jun
7
2022

Tuesday, June 7, 2022 | 4:00 PM ET
Complimentary admission | Open to members and non-members

Join the Money Management Institute’s Blockchain Finance Forum for a webinar focused on digital asset custodians.

Hear from two leading innovators in the fast-moving world of crypto investing -- Marshall Beard of Gemini and Talia Klein of BNY Mellon -- to gain a more in-depth understanding of:

 

 

You will gain a more in depth understanding of:

MMI Webinars

May
24 - 25
2022

May 24-25, 2022

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.


May
18
2022

This MMI Webinar is being rescheduled. A new date will be announced shortly. We apologize for any inconvenience.

Complimentary admission | Open to members and non-members | Press allowed

Join us for a special MMI event presented in conjunction with:

MMI Webinars

Apr
21
2022

April 21, 2022 | 4:00 PM ET
Complimentary admission | Open to members only | Press allowed

As the data privacy and technology landscape in the U.S. and around the world continues to evolve, we as Marketers are faced with a challenge: clients and prospects react best when we serve up the right information at the right time. But our ability to capture, master and leverage client transaction and interaction information has become more challenging.

MMI Webinars

Mar
24 - 25
2022

March 24-25, 2022 | Fort Lauderdale, FL
Fort Lauderdale Marriott Harbor Beach

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit

Mar
24 - 25
2022

Virtual Program

Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock

MMI Summit

Feb
15
2022

Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.

MMI Webinars

Feb
10
2022

February 10, 2022 | 4:00-5:30 PM ET
Complimentary admission | Donation encouraged | Open to members and non-members | Press allowed

MMI’s event to advance DE&I in the financial services industry


Feb
8
2022

Complimentary admission | Open to members and non-members

Join us for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.

Matt Hougan, CIO of Bitwise, and Josh Kernan, Partner at Permian Capital, will discuss investing in a broad range of cryptocurrencies beyond Bitcoin.

 

MMI Webinars